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Business Sales Data Analyst  

Category Information Technology  


Supports processes and conducts activities that are vital to the sales leadership team that exceeds the learning and performance needs of the Sales organization.


Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Analytics that support the development of the Sales Revenue Plan (In Total, Sales Group, Customer Data, Product Segmentation, etc…)
  • Reporting and analytics that support the development of the Sales OPEX Budget, including Business Plan and Rolling Financial Forecast (RFF) for Revenue & OPEX. Supports the strategic and budgetary processes for the sales organization; develops recommendations for operational budgets as well as sales forecasts by customer segment for sales management. Extensive communication and coordination will be required within all areas of the business
  • Implements predictive analytics to forecast sales results, providing management with the information and time required to make any necessary changes.
  • Analytics and reporting that supports the Sales Quota Setting Process. Develops recommendations of territory quotas for sales management for review and approval. Ensures the accuracy and integrity of the quota system.
  • Support and analytics of the Rep Compensation Processing (commissions, bonus & expense reimbursement) including both goal setting and payment aspects. Ensures the administration of the sales incentive compensation plan as well as reporting changes in compensation costs compared to sales results, and rep behavioral changes impacting compensation to sales management.
  • Produces the necessary supporting analytics for the sales management team to evaluate, prioritize and determine the effectiveness of the strategic market and competitive initiatives.
  • Producing the monthly Strategy Deployment package. Participate in the monthly policy deployment process by producing the insights discovered through analytics and assembling those insights into a consistent message.
  • Support and maintenance of the Sales Call Management System & Sales Reporting process
  • Analyze requests through proprietary software. Ability to pull information from various resources, most importantly Syspro, CRM, and other internal database sources.
  • Assist in the publication of sales operations policies and procedures.
  • Work with sales representatives to identify opportunities for improvement and attend sales meetings where appropriate.
  • Other ad-hoc analyses and special assignments as required

Supervisory Responsibilities

This job has no direct reports at this time.


Position Requirements


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience

  • Bachelor's degree (B.A. or B.S.) from a four-year college or university; and a minimum of two to three years of experience in Finance or Accounting; or an equivalent combination of education and experience.

Strategic Skills

Ability to determine opportunities and threats through comprehensive analytics of historical and future trends. Ability to create value through analytics, develop a consistent and flowing message from the insights gained from analytics.

Computer Skills

To perform this job successfully, an individual should have knowledge of Database software; Human Resource systems; Internet software; Spreadsheet software; Microsoft Office (Excel & PowerPoint Focus).

Certificates, Licenses, Registrations


Other Skills and Abilities


Other Qualifications Preferred

Knowledge of company salespeople, products, and services.

Effectively interact with sales management.

Language Skills

Ability to read and interpret documents such as financial reports, sales data, and market analysis. Ability to write routine reports and correspondence. Ability to speak effectively with groups of customers or employees of the organization.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is frequently required to stand; walk; sit and talk or hear.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

The noise level in the work environment is moderate.

Primary Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Analysis/Decision Making - Uses logic and insight to solve difficult problems and create effective solutions; uncovers hidden problems; is excellent at analysis; looks beyond the obvious and seeks the root cause of problems; makes decisions in a timely manner, under tight deadlines and pressure; able to make tough decisions; supports calculated risk-taking; influences others to build support for decisions; includes others (as appropriate) in decision making.

Action/Results Oriented - Achieves high level, sustainable performance and results; is bottom-line oriented; steadfastly pushes self and encourages others to grasp ownership for achieving timely, quality, agreed upon results; is highly energetic; not fearful of acting with less than complete data and planning; seizes opportunities and acts upon them; displays a sense of urgency.

Customer Orientation - Understands and meets the expectations and requirements of internal and external customers; gets first-hand customer information and uses it to meet customers' needs by providing the highest quality products and services; acts with customers in mind; develops effective relationships with customers and gains their trust and respect.

Communication - Presents ideas in a style that is clear, fluent, and to the point; keeps the attention of others; clearly articulates the key points of an issue; takes recipients' perspectives into consideration when communicating; listens to and understands views of others; knows who needs what information and communicates information in a concise, timely and straight forward fashion; not afraid to communicate difficult messages.

Team Player - Supports team efforts; cooperates and works well with others in the pursuit of team goals; builds group cohesiveness by emphasizing team objectives and reinforcing cooperation; creates strong morale in his/her team and across functions; shares win and successes; brings a feeling of participation and belonging to the team.

Adaptability - Effectively responds to change and is comfortable with ambiguity; manages conflicting priorities; comfortably handles risk and uncertainty; learns quickly when facing new problems; open to change; analyzes both successes and failures for clues to improvement; enjoys the challenge of unfamiliar tasks.

DISCLAIMER: The above information on this job description has been designed to indicate the general nature and level of work performed by the employee within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.



Full-Time/Part-Time Full-Time  
Position Business Sales Data Analyst  
Exempt/Non-Exempt Exempt  
Open Date 12/27/2022  
Location Corporate- 999  
About the Organization Wilbert Funeral Services Inc. is a concrete manufacturer and service provider to the funeral service, building trades and agricultural market places. Manufactured products include burial vaults, monuments, septic tanks, retaining walls, storm shelters and miscellaneous agricultural precast products. Our operations include manufacturing plants and warehouses in 20 states.  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

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